It is December 31, 2023, and you are an investor exploring individual stocks. In this stage, your financial advisor will ask questions to understand your investment preferences. If you have no preference on a topic, simply say, “I don’t have a preference on this topic.” (Detailed stock discussions will follow later.)
To interact with the advisor, click Start Conversation, type your message in the User Input box, and press Send This Message to Advisor. If the advisor’s response is truncated, click Show More of the Advisor’s Answer to continue.